Plan Ledger DOL Form 5500 · updated monthly

United Way, Inc.403(b)

403(B) THRIFT PLAN OF UNITED WAY, INC. · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

United Way, Inc. reported $1,653 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,705 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.015% to 0.016%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (5,254th of 9,483), and the 1,589th of 3,341 in other services. In 2024, employees put in $3.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,750,787
Participants with balances159
Active participants73
Employer contributions$124,441
Employee contributions$397,448
Employer contribution per active participant$1,705
Average account balance$67,615
Benefits paid to participants$902,806
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 159 accts · $124K emplr
2023$9.6M · 162 accts · $117K emplr
2022$8.6M · 163 accts · $134K emplr
Employer contributions to the United Way, Inc. plan · 2024
Employer contribution per active participant$1,705
Median for plans this size$2,416
2024$1,705 per active participant
2023$1,606 per active participant
2022$1,736 per active participant

United Way, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,244

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,653 · 0.02%
2023$720 · 0.01%
2022$1,363 · 0.02%
Similar plansOther Services · California
Madison Reed CA$10.8M · 0.30%
Vistability CA$10.8M · 0.01%
Data Exchange Corporation CA$10.8M · 0.02%
Echo Foundation CA$10.7M · 0.27%
Oil Changer, Inc. CA$10.7M · 0.59%
Glide Foundation CA$10.6M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952274801 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.